Accounts from Black Diamond may be linked into Kwanti. With a linked account, the portfolio position data is transferred automatically from Black Diamond every time you restart Kwanti.
Note: Only the latest portfolio positions are transferred. The portfolio history (transactions) is not transferred. In the performance section, Kwanti will show results based on the hypothetical you choose in the Simulation drop down.
To activate the Kwanti/Black Diamond integration, please follow these steps.
Data transferred from Black Diamond
After the integration is activated, you can select Black Diamond portfolios/accounts that should be automatically updated in Kwanti. Only the portfolios/accounts positions are transferred. The portfolio/account history and performance are not transferred.
To access your Black Diamond portfolios and accounts, select Import->Black Diamond in Kwanti's main screen.
Selecting a Portfolio or Account
- Select the type of search: "Portfolios" or "Accounts"
- Type the search text. If you leave the search text empty, all portfolios (or accounts) will be displayed
- A result list is displayed. Select one or more portfolios or accounts from the list
- Click Import
If you select multiple portfolios (or accounts), they will be grouped into a single portfolio.